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iShares Trust S&P Semiconductor Index Fund (NQ:SOXX)

348.08 -4.21 (-1.20%)

Streaming Delayed Price Updated: 10:57 AM EST, Mar 2, 2026 Add to My Watchlist

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Morgan Stanley Reinstates Nvidia As Top Chip Pick, Sees ‘Surprisingly Good Entry Point’ ↗

Today 7:04 EST

Analyst Joseph Moore reinstated Nvidia as the firm’s top choice in the sector, replacing Micron Technology.

Via Stocktwits

Topics Artificial Intelligence

When Abundance Becomes Disruption: The AI Spending Migration Begins ↗

February 27, 2026

Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes...

Via InvestorPlace

Topics Artificial Intelligence ETFs Economy

Nvidia Shares Will Be Rewarding Over The Long-Term, Says Gene Munster, Citing Strong Fundamentals ↗

February 27, 2026

In an article on his website posted on Friday, Deepwater Management founder Gene Munster said that the drop in Nvidia shares is because accelerating revenue growth is no longer a catalyst for the...

Via Stocktwits

Looking to Buy the Dip on Tech Stocks? Consider This Low-Cost Vanguard ETF. ↗

February 27, 2026

This Vanguard ETF is built around industry leaders like Nvidia, Apple, and Microsoft.

Via The Motley Fool

Topics Artificial Intelligence ETFs

ARM Shares Garner Street Attention After Q3 Earnings — What’s The Consensus? ↗

February 05, 2026

Via Stocktwits

Dan Ives Believes Nvidia Dominance Is Underestimated, Says AI Spending Proves Skeptics Wrong: Report ↗

February 26, 2026

Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms and emphasized the scale of its projected $78 billion revenue outlook for the upcoming quarter.

Via Stocktwits

Topics Artificial Intelligence

Will Nvidia’s Next Peak Take Time? Insiders Have Sold Billions Even As Earnings Keep Surpassing Expectations ↗

February 26, 2026

Nvidia insider trades in the last two years have almost exclusively been sales.

Via Stocktwits

Topics Artificial Intelligence Government World Trade

Nvidia Stock Gives Up Gains Overnight After Blowout Q4 As China Concerns Dampen AI Euphoria ↗

February 25, 2026

After a see-saw move, NVDA stock closed up slightly higher in Wednesday’s after-market session but slipped in overnight trading.

Via Stocktwits

Topics Artificial Intelligence

Nvidia Q4 Earnings Today – Retail Says 'Pressure Is Worse This Time’ ↗

February 25, 2026

Analysts expect Nvidia to report a 68% YoY rise in Q4 revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data.

Via Stocktwits

Topics Artificial Intelligence

Qualcomm Slides as Weak Q2 Outlook And Memory Market Headwinds Trigger Analyst Downgrades, Price Target Revisions ↗

February 05, 2026

Via Stocktwits

Cathie Wood's ARK Shrugs Off AMD's Worst Day In Years And Buys The Dip: Are Retail Traders Aligned? ↗

February 05, 2026

Via Stocktwits

ASML Gains Over 100% In A Year As AI Spending Fuels Record Backlog And Investment ↗

February 25, 2026

The company’s annual report projected in detail how AI-driven investments broadened beyond an initial niche customer base, fueling capacity expansion across logic and memory manufacturers.

Via Stocktwits

Topics Artificial Intelligence

Nvidia Q4 Earnings Preview: Another Blowout Likely Loading, But Retail Traders Proceed With Caution ↗

February 24, 2026

Nvidia’s data center revenue and its Q1 forecast will be closely watched, with analysts expecting a more muted spillover effect on the broader market this time around.

Via Stocktwits

Topics Artificial Intelligence

Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge ↗

February 20, 2026

The U.S. Court of Appeals for the Federal Circuit upheld the validity of the patents in an opinion on Friday, saying Micron failed to prove unpatentability of Netlist’s memory modules.

Via Stocktwits

Topics Intellectual Property

1 Semiconductor ETF to Buy Hand Over Fist and 1 to Avoid ↗

February 20, 2026

The environment for semiconductor stocks has shifted, making selection more important than it has been in years.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Watch NVDA Stock Closely: China Comeback Hits Another Roadblock As US Weighs Tighter Curbs On H200 Chip Sales ↗

February 04, 2026

Via Stocktwits

Teradyne Stock Rockets 20% Today – What’s Driving The Rally? ↗

February 02, 2026

Via Stocktwits

AMD Mirrors Nvidia Strategy With $300M Crusoe Backstop Deal: Report ↗

February 19, 2026

According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center.

Via Stocktwits

Topics Artificial Intelligence

Nvidia Leads Most Under-Owned Mega-Cap Tech Stocks, Says Morgan Stanley: Report ↗

February 18, 2026

According to an Investing.com report, Morgan Stanley noted that Nvidia has the largest shortfall between its S&P 500 allocation and active fund ownership.

Via Stocktwits

Topics Artificial Intelligence Stocks

AMAT Stock On Track To Open At An All-Time High – This Analyst Sees A Potential 37% Upside For The Shares ↗

February 13, 2026

Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.

Via Stocktwits

Topics Artificial Intelligence

AMAT Shares Surge After-Hours On Blowout Earnings — CEO Says Global Semiconductor Industry Revenues To Hit $1T In 2026 ↗

February 12, 2026

Applied Materials forecast revenues for Q2 at about $7.65 billion, beating analyst expectations of $7.02 billion on average, as per Fiscal.ai data.

Via Stocktwits

Topics Artificial Intelligence Supply Chain

AEHR Stock Surged 15% Pre-Market Today — What’s Fueling The Rally? ↗

February 11, 2026

The company has bagged a purchase order for its Sonoma ultra-high-power package-level test and burn-in systems.

Via Stocktwits

Topics Artificial Intelligence Supply Chain

WDC, SNDK, STX Stocks Lead Memory Chip Dip Despite Soaring Prices: Is AI Rally Stalling? ↗

February 11, 2026

Stocks moved lower in recent days.

Via Stocktwits

Topics Artificial Intelligence

Why Are ON Shares Falling After-Hours Today? ↗

February 09, 2026

ON Semiconductor Corp. projected revenues between $1.435 billion to $1.535 billion for the first quarter of 2026, with the midpoint coming in lower than street expectations of $1.5 billion.

Via Stocktwits

Topics Artificial Intelligence Earnings

Here's How Micron Technology, AMD, and Nvidia Could Help This Magnificent ETF Turn $500 Per Month Into $1 Million ↗

February 08, 2026

The semiconductor industry will remain at the center of some of the most valuable technological revolutions.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Why the iShares Semiconductor ETF Rallied 12% in January ↗

February 07, 2026

Chip stocks continued their strong run in January after a monster 2025, with a broadening out of the winners.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Nvidia Looks To End A Five-Day Losing Streak – Retail Believes ‘The Next Growth Wave Is Unfolding Now’ ↗

February 06, 2026

Supporters of the bullish case point to aggressive capital expenditure plans by major technology companies, which they believe will eventually benefit Nvidia.

Via Stocktwits

Topics Artificial Intelligence

Why Is Arm Stock Falling 8% After Hours? ↗

February 04, 2026

Higher adjusted operating expenses in its third quarter spooked investors.

Via Stocktwits

Topics Artificial Intelligence Earnings

AMD CEO Says 2026 Will Be A Major ‘Inflection Year,’ Fueled By AI-Driven CPU Demand ↗

February 04, 2026

Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.

Via Stocktwits

Topics Artificial Intelligence

Is Nvidia’s $100B Deal With OpenAI Stalled? Altman, Huang And Oracle Try To Calm Market Jitters ↗

February 02, 2026

Reports that Nvidia was rethinking its massive AI infrastructure deal with OpenAI triggered sharp drops in NVDA and ORCL stocks.

Via Stocktwits

Topics Artificial Intelligence

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